Your Shop Desk
Vehicle Service Contracts · Custom Shop Desk CRM

A Custom CRM for Vehicle Service Contract Sellers

Selling service contracts lives and dies on trust and on who you are allowed to contact. A Shop Desk fitted to your agency keeps every consent and opt out on the record and helps you follow up only with people who asked.

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A Shop Desk set up the way a vehicle service contracts business would run it
A Shop Desk set up the way a vehicle service contracts business would run it

Shown: Supercanic, a live desk we built. Customers on screen are invented.

The line

From the First Call to Paid, in Vehicle Service Contracts Words

Every contract moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Vehicle Check
  3. 03Quote
  4. 04Signed
  5. 05First Payment
  6. 06Active

A contract on your desk hangs off the customer and the vehicle.

So the card asks for what you actually need, and nothing a vehicle service contracts business would never fill in.

  • Year, make and mileage
  • Coverage level
  • Term
  • Consent on file
  • Lead source
  • Cancel window
Where it leaks

Where Vehicle Service Contracts Businesses Lose Work

Consent Kept in Somebody's Head

Nobody can say when a lead agreed to be contacted or where. That is a risk every time your team picks up the phone.

Quotes Nobody Chases

A real inquiry got a quote and then silence. They wanted coverage and bought it from whoever followed up.

Cancel Requests That Fall Through

A customer asks to cancel and it sits in a voicemail. Now you have an angry customer and a problem you didn't need.

What we would build

Fitted to How You Already Work

  • Consent and Opt Outs on Every Record

    Each lead shows where it came from and what it agreed to. We set up opt outs and contact hours with you, and a stop request is honored across the desk.

  • Quotes Built From the Vehicle

    The quote starts from the year, make and mileage and shows the coverage levels you sell. Your rep isn't guessing on the phone.

  • Signed From the Customer's Phone

    The customer reads the contract and signs on their phone. The signed copy stays on their record.

  • Renewal and Cancel Tracking

    Every contract shows its term and its status. Cancel requests land on the board the day they come in.

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Questions

What Vehicle Service Contracts Owners Ask

Will it keep us TCPA compliant?
We don't promise compliance. We set up consent capture, opt outs, contact hours and who can see what with you and your counsel. The desk follows the rules you give it.
Can it tell a real inquiry from a bought list?
Every lead carries its source from the first touch. You can sort by source and treat each one the way your policy says.
Can customers see their own contract?
Yes. Each customer can have a page with their signed contract, term and status. They can reach you from there too.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Vehicle Service Contracts Business Runs

We will tell you honestly what a desk fitted to it would take.

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